SAS

Stelac Advisory Services Portfolio holdings

AUM $263M
1-Year Est. Return 15.84%
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$738K
3
+$670K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$599K
5
IAU icon
iShares Gold Trust
IAU
+$484K

Top Sells

1
+$3.06M
2
+$767K
3
+$611K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$384K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$279K

Sector Composition

1 Financials 4.01%
2 Consumer Staples 2.47%
3 Technology 2.09%
4 Healthcare 1.87%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$300K 0.21%
+1,771
52
$295K 0.21%
+2,275
53
$282K 0.2%
1,000
54
$279K 0.2%
5,530
55
$262K 0.19%
5,000
56
$262K 0.19%
1,130
+515
57
$262K 0.19%
+1,519
58
$252K 0.18%
+4,889
59
$241K 0.17%
9,481
-4,119
60
$237K 0.17%
4,085
61
$236K 0.17%
+2,508
62
$215K 0.15%
4,175
+201
63
$207K 0.15%
8,477
+151
64
$204K 0.14%
4,386
65
$204K 0.14%
8,962
+624
66
$203K 0.14%
3,300
67
$201K 0.14%
+23,533
68
$189K 0.13%
3,700
69
$189K 0.13%
6,755
70
$184K 0.13%
+1,241
71
$183K 0.13%
1,078
72
$176K 0.13%
+2,800
73
$176K 0.13%
+1,151
74
$173K 0.12%
+706
75
$173K 0.12%
1,925
1 2
3
4 5